CIK: 0001660203
申告総資産額
$10.0億
上位200銘柄を表示中（全706銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.14% | — | +4.15% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 6.93% | — | -1.82% | |
| 3 | ✓ | Ishares Tr | 株式-その他 | 5.74% | — | -1.31% | |
| 4 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 5.69% | — | +0.87% | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 5.55% | — | -0.58% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 4.45% | — | -1.12% | |
| 7 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 3.89% | — | +0.92% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.39% | — | +4.51% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.22% | — | +1.89% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.51% | — | +4.96% | |
| 11 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.10% | — | +0.39% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.43% | — | +0.64% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.25% | — | -5.40% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.06% | — | +11.80% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.05% | — | -12.15% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +6.76% | |
| 17 | URTH | Ishares Msci World ETF | ETF-その他 | 0.95% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | +2.96% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.84% | — | +6.50% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.82% | — | +0.96% | |
| 21 | MMM | 3m Co | 株式-資本財 | 0.79% | — | +0.94% | |
| 22 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.79% | — | -2.00% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.68% | — | +1.66% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.67% | — | -4.84% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.65% | — | +2.61% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | +2.27% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | -8.00% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | — | +4.67% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -1.74% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -3.01% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | -8.62% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.51% | — | +3.69% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | — | +2.70% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.50% | — | +15.90% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.49% | — | +3.52% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -3.07% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.46% | — | +2.62% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +2.89% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -0.98% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | +4.00% | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.44% | — | +0.62% | |
| 42 | PFG | Principal Financial Group | 株式-金融 | 0.44% | — | +756.55% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +1.95% | |
| 44 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.44% | — | +1.97% | |
| 45 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.43% | — | +1.02% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +5.29% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | -0.69% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.40% | — | -3.13% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | — | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | +4.14% |